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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (44052)7/2/2001 11:18:20 PM
From: EnricoPalazzo  Read Replies (3) of 54805
 
Congrats on the CP, Mike. Wonderful.

I'm wondering if those more familiar than I with DoCoMo, the conf call, and AOL think there are any parallels between the DoCoMo that prof. Christensen is describing and AOL?

On the spectrum from simple, feature-poor, inexpensive to fancy, feature-rich, expensive, it seems that they both occupy the simple end, and they're both prospering accordingly.

Also, and please understand that I'm not trying to be rude, but simply to express my confusion: what does this have to do with The Gorilla Game?

FWIW, I for one think that AOL could have become a Gorilla had it not been for two problems: a) their lack of platform-development expertise (a tough, but tractable problem) and b) their unwillingness to butt heads w/ MSFT on this front. From my ignorant perspective, DoCoMo may be in a similar position.

ardethan@hopingtohavetimetolisten...eventually.net
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